A New World Approach to Financial Service Solutions

Private Wealth Management

Mayflower’s wealth management advisors collectively share more than seventy years of experience and have the breadth and depth of experience to meet diverse investor needs at every life stage. Our independent structure and open architecture model offers clients access to customized solutions and expanded product and investment offerings.

We’re driven to meet our clients’ unique life management needs and exceed service expectations via concierge-level oversight and our broad-ranging expertise.

Retirement Plan Consulting

Mayflower's retirement plan consulting team provides fiduciary, full-service solutions to corporate and non-profit retirement plans via high-touch, custom-tailored solutions.

Our advisory team's broad-ranging expertise includes Fiduciary education to help plan sponsors meet ERISA obligations, service as an ERISA 3(21) Fiduciary Advisor, plan cost analysis/benchmarking, investment manager evaluation, vendor search and customized employee education.

Our advisors are frequently cited in television and print news outlets: